WHY COASTWISE?

Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions.

 

Coastwise offers customized portfolios which are carefully tailored to meet the current and evolving needs of each of our clients.

MEET THE TEAM

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SCOTT KYLE
CHIEF EXECUTIVE OFFICER
CHIEF INVESTMENT OFFICER
 
BRAD SAENZ
CHIEF OPERATIONS OFFICER
FINANCIAL ADVISOR
 
Laurie Itkin financial
LAURIE ITKIN
FINANCIAL ADVISOR
PORTFOLIO MANAGER
 
Patrick Fischer
FINANCIAL ADVISOR
PORTFOLIO MANAGER
 
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Jordan Lawson
INDEPENDENT ADVISOR REP.
ASSOCIATE
 

CONTACT

COASTWISE 

CAPITAL

OUR ADDRESS

7777 Fay Ave., Suite G5

La Jolla, CA, 92037

Email: [email protected]
Tel:  (858) 454-6670

FAX: (858) 454-6695

For any general inquiries, please fill in the following contact form:

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